We’re excited to introduce PIA-Smart Notes, designed to revolutionize how you prepare, conduct, and follow up on your meetings! Here's what’s new:

Pre-Call Notes Generation

Our AI now analyzes past interactions and follow-up tasks to generate detailed, actionable pre-call notes, giving you the insights you need to prepare for your meetings like never before.

Recommended Content

Based on the account selected, our AI suggests tailored content (presentations, case studies, or articles) to help you deliver maximum value during your meetings.

Post-Call Notes Automation

After your meeting, AI automatically creates post-call notes, summarizing the content presented and incorporating key details from the pre-call notes.

This new AI integration ensures you spend less time on admin tasks and more time building relationships and closing deals! Start using it today and take your productivity to the next level.

We’re excited to bring you the latest updates in this release! Here’s what’s new and improved:

What's New:

Advanced Calendar Functionality for Windows

The powerful Advanced Calendar functionality, once exclusive to iOS, is now available on Windows! This update ensures a seamless and consistent experience across both platforms, providing the same robust features and capabilities.

Enhanced SFDC Data Synchronization

We’ve improved the Salesforce Data Synchronization process by introducing the ability to use the {LastModifiedDate} parameter within Salesforce Admin Configurator subqueries. This enhancement allows you to capture only delta information (i.e., recently modified data meeting specific conditions) without needing to pull data from the main object. This update significantly improves data accuracy and relevance during sync processes.

Bug Fixes:

• AccountInSf Parity Issue: Fixed the parity issue, ensuring the AccountInSf feature works as expected across platforms.
• Custom Deck Visibility: Resolved the issue where custom decks became invisible after an admin updated to a new version.

Thank you for using Pitcher! Your feedback drives our continuous improvements.

We're thrilled to announce a new version of Pitcher Impact Android with improvements  and bug fixes to enhance your experience. 

What's New:

Advanced Calendar Functionality for Android

The Advanced Calendar functionality, previously available only on iOS, is now also available on Android. Users can enjoy a consistent experience across both platforms, with the same features and capabilities on Android as on iOS.

Bookmarks:

• Introduced a new feature in bookmarks allowing users to rename bookmarks, offering an alternative to the default content name or slide title.

• Added the ability to reorder bookmarks, providing representatives with improved organization and workflow efficiency with just drag and drop option.
• Added the possibility to bookmark custom decks as well of existing centralised content.

Parity Functions for Android

We’ve added parity functions on Android to match those already available on iOS and Windows. These functions include autoAddKeepCriteria and autoAddDeleteCriteria, allowing for a more consistent cross-platform experience.

Enhanced Search for Turkish Language Cases

We’ve made enhancements to support certain Turkish language cases in search functionality, particularly within Planning and Quick Planning. This improvement ensures more accurate and user-friendly results for Turkish language users.

Hello there!
I am really excited to introduce PACMAN, Pitcher Advanced Calendar Manager for iOS, a redesigned and enhanced tool just released to Pitcher Impact IPad & IPad OS. Incorporating long-requested functionalities such as Drag-and-drop scheduling and Accounts insight information without leaving the Calendar page.

Please find below a summary of its main features - as there are a lot!

Scheduling via dragging and dropping Accounts and Contacts

One of the most important additions to Pitcher Calendar is the right bar, which lists all the Accounts and Contacts that are available on the device.  PACMAN allows the user to drag and drop the Accounts and Contacts into the Days, enabling easy and intuitive Event planning. 

Time Off Territory scheduling has also been implemented via Drag and Drop, enabling predefined slots for Half and Full Day, that can be adjusted after dropping. ToT scheduling is available from the tab Trips & ToT.

Please note it is possible to schedule Events with multiple Contacts at the same time. Just tap on the "+" sign next to each of the Contacts you are planning to invite and then drag and drop the resulting group, summarized in a dynamic red section placed on top of the Accounts and Contacts column, into the right Calendar slot. 

In the case the Contacts selected belong to different Accounts, there will be a warning message asking for confirmation.

Filtering records

As the number of Accounts and Contacts available may be high, we have implemented filtering and sorting mechanisms based on their attributes, which are configurable, to enable the users to find their records in an easy manner.

Account information 

If configured, Accounts can be identified at a glimpse on the list thanks to the Account Badges. They are configurable and enable exposing information as relevant as Segmentation on the Pitcher Calendar. Account Badges are configurable, and you can decide which is the right attribute should be displayed in a more prominent way if any.

Also, PACMAN allows users to check which Contacts work on each of the Accounts, with just one tap and without leaving the Calendar. 

Routes

Routes are collections of events. They can be saved at Day or Week level, and they enable reusability. Saved Days and Weeks can be applied to other Days and Weeks, reusing perfect routes for efficiency or just to save time. You can access them from the Trips & ToT tab.

Optimizing a scheduled day
Using your location and the addresses of the Accounts and Contacts you are planning to visit on the day, you can have your day route optimized based on your current location, where your Customers are, and the traffic information. Please note Optimization process requires an online connection.

Important: Optimizing a scheduled day can reorder your already scheduled Events for the day if you confirm the changes. Please take this into consideration if you have agreed on the visiting times with any of the Customers of the day.

Color coding

In order to ease the identification of the events displayed in the calendar, we have implemented a color coding highlighting the status or the types of Events. It goes like this:

• Red: calls that are planned and have not yet been completed.
• Blue: calls that are planned (in the future) and are not submitted.
• Green: realized/completed calls.
• Gray: events coming from the device calendar, like iCal or Outlook.
• Orange: other events synchronized from CRM, like Time Off Territory.

Event insights

If the user taps on the completed events, which will be displayed as previously highlighted in Green color, a pop-up will appear summarizing the details of the Event, including what content was presented. The information displayed can be customized.

Views

PACMAN includes 3 views from which the user can check their Events and other scheduled activities:

• Day view: this is the default view
• Week view
• Monthly view, which includes a list section on the bottom

All allow Drag and Drop for both Event and Time Off Territory creation.

That should be it, as an introduction. In case you would require further information, please do not hesitate to reach for your Pitcher contact person.